Financial Operations Specialist
hace 1 semana
We invite highly motivated and detail-oriented individuals to join our team as a Financial Operations Specialist. In this role, you will be responsible for overseeing and optimizing all operational analysis and reporting related to our wealth management programs.
Responsibilities- Operational Reporting: Manage and monitor operational reporting related to wealth management programs, ensuring compliance with established policies, procedures, and regulatory requirements.
- Performance Metrics: Generate and continuously maintain the wealth management programs' performance results and incentives.
- Analysis and Insights: Collect and analyze performance metrics related to incentive programs, providing insights and recommendations to enhance program effectiveness.
You will have the opportunity to work collaboratively with cross-functional teams to drive operational excellence and support middle and senior management decision-making.
Qualifications- Bachelor's degree in Engineering, Computer Science, Business Administration, Finance or other related field.
- 3+ years of experience as a Business Analyst, Financial Analyst or similar role, preferably within the banking or financial services industry.
- Strong project management skills, including the ability to manage multiple projects simultaneously and deliver results within specified timelines.
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